TSMC(US:TSM) 21世纪经济报道·2026-02-10 15:29Market Performance - The US stock market opened higher, with the Dow Jones Industrial Average rising over 360 points, reaching a new intraday historical high [1] - As of the latest update, the Dow Jones stood at 50,498.45 (+362.58, +0.72%), the Nasdaq at 23,254.24 (+15.57, +0.07%), and the S&P 500 at 6,979.29 (+14.47, +0.21%) [2] Technology Sector - Major tech stocks showed mixed performance, with Microsoft up over 2%, Amazon up over 1%, while Google fell over 1% [2] - Notable gains were seen in software stocks, with Spotify and Datadog both rising approximately 16%, and Shopify increasing nearly 7% [3] Semiconductor Industry - TSMC reported a nearly 20% month-over-month revenue increase in January and a nearly 40% year-over-year growth, indicating strong global AI spending [2] - TSMC also projected a significant capital expenditure increase, potentially reaching $56 billion by 2026, a 37% year-over-year rise [2] Chinese Tech Stocks - The Nasdaq Golden Dragon China Index rose by 0.72%, with notable increases in stocks such as Dingdong Maicai (+9%) and Tencent Music (+2%) [3] - However, some Chinese stocks like Kingsoft Cloud fell over 3%, and Daqo New Energy and Vipshop both dropped over 1% [3] Commodity Market - Gold and silver prices experienced a decline, with silver dropping nearly 2% to below $82, and gold falling about 0.5% to around $5,030 [3] - Bitcoin also saw a short-term drop, with a decrease of 1.69%, trading at $68,167.9 per coin [5] Oil Market - WTI crude oil fluctuated, narrowly holding above $64 per barrel, while ICE Brent crude slightly increased to $69 per barrel [7] - Ongoing geopolitical tensions in the Middle East continue to pose risks to oil prices [7][8]